Property & Mortgages

When and How to Remortgage: A Plain-English Guide

When your fixed-rate deal ends, you'll revert to your lender's standard variable rate — typically much more expensive. Remortgaging at the right time can save hundreds of pounds a month.

9 min readUpdated May 2026
The Basics

What is remortgaging?

Remortgaging means switching your mortgage to a new deal — either with your existing lender (a product transfer) or with a different lender entirely. You are not moving home; you are changing the terms of your mortgage on the property you already own.

The most common reason is that a fixed-rate deal is ending. Most mortgages are fixed for two or five years. When they expire, the lender automatically moves you onto their Standard Variable Rate (SVR), which is almost always significantly higher — often 2–3 percentage points above what you were paying.

The cost of doing nothing

On a £250,000 mortgage, moving from a 4.5% fixed rate to a 7.5% SVR adds roughly £375/month. Over the six months it might take to arrange a new deal after the fact, that's £2,250 wasted — remortgaging six months early is almost always worth it.

Timing

When should you start looking?

Start looking six months before your current deal ends. Most lenders let you lock in a new rate up to six months in advance, at no cost, with no obligation. If rates fall before your deal starts, you can often switch to a better rate with the same lender.

TimelineAction
6 months before deal endsStart comparing rates. Apply for a new deal to lock in a rate.
3–4 months beforeConfirm offer with lender. Instruct a solicitor if switching lenders.
Deal expiry dateNew rate begins. No gap in mortgage payments.
After deal expiresSVR kicks in. Every month costs more than it should.

Set a calendar reminder at least six months before your deal ends. Your current lender should write to you 3–6 months before your deal expires — but don't rely on them to do so, and don't assume they're offering you the best rate.

Your Options

Product transfer vs full remortgage

When your deal ends, you have two routes:

Product transfer

Switching to a new deal with the same lender. Faster, usually no legal fees, no new affordability check (often), and no valuation needed. The downside: you only see the rates your current lender offers, which may not be the best available.

No legal fees
Fast (days, not weeks)
Often no new credit check
Limited to one lender's rates

Full remortgage

Switching to a new lender entirely. Access to the whole market — often better rates. Requires a new application, affordability assessment, valuation, and legal work. Typically takes 4–8 weeks but can save significantly more over the mortgage term.

Access to whole market
Often better rates
Legal and valuation fees
Takes longer

Always check both options before deciding. Even if switching lenders saves only £50/month, that's £600/year — more than enough to cover legal fees on a 2-year fix.

Rate Types

Fixed vs tracker: which is right for you?

Fixed rate

Your rate is locked for a set period, typically 2 or 5 years. Payments are predictable regardless of what the Bank of England base rate does. Most popular with borrowers who want certainty, especially those on tight budgets.

The downside: if rates fall significantly, you're locked in at a higher rate and may face early repayment charges (ERCs) to leave. 5-year fixes generally offer a lower rate than 2-year fixes to compensate for the longer commitment.

Tracker rate

Follows the Bank of England base rate plus a set margin (e.g. base rate + 1%). If the base rate falls, so does your rate — and your payment. If it rises, so does your payment. Trackers often have lower or no ERCs, giving more flexibility.

Trackers work well when rates are falling or expected to fall, or if you expect to sell or pay off the mortgage before the deal ends.

LTV

Loan-to-value and why it matters

Loan-to-value (LTV) is your outstanding mortgage balance divided by your property's current value, expressed as a percentage. A £180,000 mortgage on a £300,000 property = 60% LTV.

Lenders price their best rates at the lowest LTV tiers. The key thresholds are typically 60%, 65%, 70%, 75%, 80%, 85%, and 90% LTV. Dropping below a threshold — through a combination of repayments and house price growth — can unlock meaningfully better rates.

Example: LTV improvement at remortgage

You bought at £300,000 with a £240,000 mortgage (80% LTV). Three years later, your balance is £225,000 and the property has risen to £330,000. Your LTV is now 68%. This might put you in a better rate tier than when you originally bought.

Before remortgaging, get an up-to-date valuation or estate agent estimate. A higher property value reduces your LTV and can unlock a better rate band.

Costs

The true cost of remortgaging

A lower headline rate doesn't always mean a cheaper deal overall. Add up all the costs before comparing:

CostTypical rangeNotes
Arrangement fee£0–£2,000Can be added to mortgage, but adds interest
Valuation fee£0–£500Often free or subsidised by lender
Legal/conveyancing fees£300–£800Often free with lender cashback or incentive
Early repayment charge (ERC)1–5% of balanceOnly if leaving current deal early
Broker fee£0–£500Many whole-market brokers are free to borrowers

When comparing deals, use the total cost over the deal period rather than just the monthly payment. A deal with a lower rate but a £999 arrangement fee may cost more over 2 years than one with a slightly higher rate and no fee.

Early repayment charges

If you leave your current deal before it ends, you will almost certainly face an early repayment charge. ERCs are typically 1–5% of the outstanding balance and decrease as you approach the end of the deal (e.g. 3% in year 1, 2% in year 2, 1% in year 3 of a 3-year fix). On a £200,000 mortgage, a 3% ERC is £6,000 — usually too large to justify switching early.

Check your mortgage terms carefully. Some deals allow overpayments of up to 10% per year without triggering ERCs. A few specialist trackers and offset mortgages have no ERCs at all.

Finding a Deal

How to find the best remortgage deal

  1. 1

    Check your current lender's retention deals first

    Log in to your lender's online portal or call their retention team. These deals are often competitive and come with no legal fees.

  2. 2

    Use a whole-of-market broker

    Brokers who access deals from across the market often find rates that aren't available directly. Many are fee-free, earning commission from lenders. Look for one who is FCA-authorised.

  3. 3

    Compare total cost, not just rate

    Calculate total repayments plus all fees over the deal period. Two deals with the same rate but different fees can cost several hundred pounds differently over 2 years.

  4. 4

    Apply early and keep your options open

    Lock in a rate up to 6 months in advance. If rates fall before completion, most lenders will let you switch to a lower rate offer with them. The offer is not binding until completion.

When It's Difficult

What if you can't remortgage?

Some borrowers find it harder to remortgage: self-employed income, reduced income since the original mortgage, or a property value that has fallen. A few options:

  • Product transfer with your existing lender — your current lender may not require a new affordability check for an internal switch, making this easier than finding a new lender.
  • Specialist lenders — some lenders cater to complex income situations. A broker can identify them.
  • Wait and improve your position — pay down more of the mortgage, improve credit score, or wait for property values to recover before switching.

Remortgaging checklist

  • Start looking 6 months before your deal ends
  • Check both your current lender and the wider market
  • Calculate total cost including all fees, not just the rate
  • Check your property value — a higher value means a lower LTV and better rates
  • Lock in a rate early — you can often switch to a better one before completion
  • Set a reminder for next time — on the day you complete